HVAC

HVAC CPA & Accounting in Wheaton, IL

HVAC contractors operate in one of the most seasonally volatile industries, revenue surges during extreme weather and slows during shoulder seasons. The business also splits between high-revenue equipment installation and high-margin service work, each requiring different financial strategies. DWK Tax & Accounting provides CPA services to HVAC contractors across Wheaton and DuPage County, managing seasonal cash flow, tracking installation vs. service profitability separately, and implementing tax strategies that capture every equipment and vehicle deduction.

What We Handle for HVAC

Installation vs service revenue tracking
Seasonal cash flow forecasting and planning
Equipment depreciation and Section 179 planning
S corp election and reasonable compensation analysis
Parts and equipment inventory tracking
Vehicle expense and mileage tracking
Service agreement and maintenance contract accounting
HVAC contractor-specific tax deductions
Business and personal tax preparation
QuickBooks setup with job costing

Managing the HVAC Revenue Cycle

The HVAC revenue cycle is predictable in its unpredictability, busy summers, busy winters, and slow springs and falls. Without cash flow planning, the slow seasons create stress and the busy seasons create false confidence. The key is building reserves during peaks and managing expenses through the valleys.

David Korzeniowski, CPA builds cash flow forecasts that account for the HVAC seasonal pattern, tracks installation and service revenue separately to reveal true margins, and implements Section 179 and S corp strategies that minimize taxes. This gives HVAC contractors the financial infrastructure to thrive in every season.

Why Choose DWK

A CPA Partner Who Invests in Your Success

Business owners choose DWK Tax & Accounting because they get direct access to a licensed CPA who understands their industry, their goals, and their numbers, not a revolving door of staff.

Licensed Illinois CPA

David Korzeniowski is a licensed Certified Public Accountant in the State of Illinois, not a seasonal tax preparer or a software dashboard. Every return is prepared and reviewed by a CPA who is accountable for accuracy and compliance.

Small Business Experience

8+ years working with contractors, restaurants, medical practices, law firms, e-commerce, real estate investors, and consultants across DuPage County. Industry-specific knowledge means better deductions and fewer surprises.

Year-Round Support

Tax strategy doesn't stop in April. David is available throughout the year for questions, planning conversations, and proactive adjustments, not just at filing season.

Proactive Tax Strategy

We plan ahead. Entity structure, timing, retirement contributions, and quarterly estimates are reviewed continuously so you keep more of what you earn, legally and strategically.

Personalized Planning

Every business is different. Recommendations are built around your specific circumstances, goals, and growth plans, never a generic template or a one-size-fits-all checklist.

Local & Accessible

Based in Wheaton, serving DuPage County and the western suburbs. You can call, email, or meet in person. No call centers, no overseas outsourcing, no account handoffs.

Frequently Asked Questions

Ready to Get Started

Take Control of Your Financial Future

Whether you need strategic tax planning, business advisory, or CFO-level financial leadership, DWK Tax & Accounting is ready to serve as a dedicated financial partner for your business.